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Wealth Enhancement Trust Services’s S&P Global SPGI Stock Holding History

Wealth Enhancement Trust Services’s Portfolio SPGI Stock Details SPGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$879K Sell
2,159
-132
-6% -$55.7K 0.1% 164
2026
Q1 		$974K Buy
2,291
+1,609
+236% +$747K 0.12% 146
2025
Q4 		$356K Buy
+682
New +$337K 0.05% 219

Other funds holding SPGI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $22.1B AUM 6.81% 1-Year Est. Return

Wealth Enhancement Trust Services's SPGI Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its S&P Global (SPGI) stake by 5.8% in Q2 2026, selling an estimated $55.7K and leaving 2,159 shares worth $879K. The position accounts for 0.1% of the portfolio, ranked #164.

Wealth Enhancement Trust Services first reported a position in SPGI in Q4 2025 and has held it in 3 quarters since. The position peaked at $974K in Q1 2026. 1,472 funds tracked by Wall St. Rank hold SPGI as of Q2 2026.

  • Wealth Enhancement Trust Services held 2,159 shares of S&P Global worth $879K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 132 S&P Global shares in Q2 2026, an estimated $55.7K.
  • S&P Global made up 0.1% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #164 holding.
  • Wealth Enhancement Trust Services first reported a position in S&P Global in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's S&P Global position peaked at $974K in Q1 2026.
  • 1,472 funds tracked by Wall St. Rank held S&P Global as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.